MCP & API

Generate API keys to connect Quin to external tools and AI assistants via MCP. Use Quin's calendar, CRM, and other tools directly from Claude, ChatGPT, and many more.

The API & MCP page lets you generate keys that connect Quin to external tools and AI assistants. Once connected via MCP, tools like Claude, ChatGPT, and many more can access Quin's calendar, CRM, and other capabilities directly — returning raw data without routing everything through Quin's chat interface.

If you use ChatGPT, you can also install the Quin plugin to use Quin without setting up a custom connection.

Before you begin

You must have a Quin account
You'll need access to an MCP-compatible tool such as Claude or ChatGPT

How to set it up

Go to Account > API & MCP
Click Add API key
Enter a Name for the key so you can identify it later (e.g., "Claude" or "Zapier")
Click Create key
Note your Secret key, MCP URL, OAuth client ID, and OAuth client secret — the secret is shown only once, so save it before closing

You'll use these values when setting up the connection in your external tool. Instructions for Claude and ChatGPT are below.

Connecting to Claude

In Claude, go to Settings > Connectors
Click Add custom connector
Enter "Quin" as the Name
Enter https://www.heyquin.io/mcp as the Remote MCP server URL
Click Advanced settings to expand the OAuth fields
Enter your OAuth client ID and OAuth client secret from the Quin API & MCP page
Click Add
Claude will display Quin as a custom connector — click Connect to authorize it
Review the tool permissions and choose when Claude is allowed to use each Quin tool

The first time you ask Claude to use a Quin tool, it will prompt you to confirm. Click Always allow to approve it going forward, or Deny to block that tool.

Connecting to ChatGPT with the Quin plugin

The Quin plugin is the quickest way to use Quin in ChatGPT, and it doesn't require Developer mode.

Open the Quin plugin in ChatGPT, or go to Plugins in ChatGPT and search for "Quin"
Click Install plugin
Follow the prompts to sign in to Quin and authorize access

Once the plugin is installed, you can ask ChatGPT to use Quin to capture notes after a call, prep you for an upcoming meeting, draft a follow-up email, update your CRM, or answer questions like "What are John Smith's kids named?" ChatGPT may prompt you to confirm the first time it uses a Quin tool.

Connecting to ChatGPT with a custom app

If you prefer to connect with your own API key, you can add Quin as a custom MCP app. ChatGPT requires Developer mode for custom MCP connectors.

In ChatGPT, go to Settings > Apps
Click Advanced settings, then enable Developer mode
Return to Apps and click Create app
Enter "Quin" as the Name
Enter https://www.heyquin.io/mcp as the MCP Server URL
Set Authentication to OAuth
Expand Advanced settings and enter your OAuth client ID and OAuth client secret from the Quin API & MCP page
Check the acknowledgment box and click Create
Quin will appear in your Apps list — click into it and click Connect to authorize

Once connected, type @quin in any ChatGPT chat to invoke Quin tools directly. ChatGPT will prompt you to confirm the first time a tool is used — click Send Message to allow it.

What to expect

Once connected, MCP-compatible tools like Claude and ChatGPT can access Quin's tools directly — including searching your calendar, updating your CRM, and more. This gives you raw data back in your AI assistant without Quin generating a full response, which is faster and more precise for data-focused tasks. In ChatGPT, the Quin plugin gives you the same access with a simpler setup. You can create multiple keys to use with different tools and manage them all from the API & MCP page.

Managing API keys

Click the edit icon next to any key to rename it. Click the delete icon to revoke a key permanently. If you suspect a key has been compromised, delete it immediately and create a new one. Treat keys like passwords — anyone with a key can act as you within Quin.

Troubleshooting

My external tool isn't connecting after I enter the credentials

Confirm you copied the full OAuth client secret before closing the creation dialog
If you closed the dialog without saving the secret, delete the key and create a new one
Make sure you entered the credentials in the Advanced settings fields, not just the MCP URL
Check that your external tool supports remote MCP connections

I don't see an option to add a custom connector in ChatGPT

Developer mode must be enabled first — go to Settings > Apps > Advanced settings and turn on Developer mode
Note that Developer mode is labeled as elevated risk by ChatGPT; this is expected for custom MCP connectors
If you'd rather skip Developer mode, install the Quin plugin instead

I installed the Quin plugin but ChatGPT isn't using it

Check your ChatGPT settings to confirm Quin shows as connected
Mention Quin by name in your request, for example "Use Quin to prep me for my next meeting"
Disconnect Quin in ChatGPT, then install the plugin again and re-authorize

I need to use Quin with multiple tools

Create a separate key for each tool so you can manage and revoke them independently

Help articles

Integrations overview

Quin connects with your CRM, calendar, email, task management, and communication tools to automatically sync notes, tasks, and updates. Set up integrations in minutes.

ActiveCampaign

Connect ActiveCampaign to Quin for automatic CRM updates, contact syncing, and meeting notes. Ask Quin about contacts, create tasks, and keep your CRM current without manual data entry.

Affinity

Connect Affinity to Quin to search, create, and update people, companies, opportunities, notes, and reminders right from chat, without leaving Affinity or Quin.

AgencyZoom

Connect AgencyZoom to Quin and automatically update leads, log meeting notes, create tasks, and manage opportunities after every call.

Agile CRM

Connect Agile CRM to Quin for automatic CRM updates, contact syncing, and meeting notes. Ask questions about contacts, create tasks, and keep your CRM current without manual data entry.

Airtable

Connect Airtable to Quin to find bases, search records, and create or update data directly from chat. Keep your bases current without manual entry.

Asana

Connect Quin with Asana to automatically create and update project tasks from meetings. Turn commitments into actionable Asana tasks that stay synced with your team.

Asset-Map

Connect Asset-Map to Quin to search households, manage household members, and track income, assets, liabilities, and insurance instruments automatically.

Basecamp

Connect Basecamp to Quin to automatically create and manage to-dos, to-do lists, and projects from your meetings and conversations.

Box

Connect your Box account to let Quin search files, create documents, and organize folders. Access stored information and manage your Box files directly through conversation.

Brevo

Connect Brevo to Quin for automatic contact syncing, meeting notes, and CRM updates. Ask questions about contacts and keep your CRM current without manual data entry.

Capsule

The Capsule integration connects your CRM with Quin, automatically syncing people, organizations, opportunities, cases, tasks, and notes between both systems. When you mention a contact during a meeting or conversation, Quin finds the matching Capsule record and updates it with notes, tasks, and follow-up information based on your Guidelines.

ClickUp

Connect Quin with ClickUp to automatically create and update project tasks from meetings. Turn commitments into actionable ClickUp tasks that stay synced with your team.

Clio

Connect Quin to Clio Manage to automatically log meeting notes, create tasks, update contacts, and track matters after every call.

Close

Connect Close to Quin for automatic lead updates, meeting notes, task creation, and pipeline tracking. Keep your CRM current without manual data entry.

Constant Contact

Connect Constant Contact to Quin to search and manage contacts, organize lists, apply tags, and keep your audience data current without switching apps.

Copper

Connect Copper to Quin for automatic CRM updates, contact syncing, and meeting notes. Ask questions about contacts, create tasks, and keep your CRM current without manual data entry.

Dex

Connect Dex to Quin for automatic contact syncing, meeting notes, and relationship tracking. Quin logs interactions, updates contact timelines, and keeps your personal CRM current without manual effort.

Docusign

Connect Docusign to Quin to send signature requests, use templates, and track envelope status—all from your meeting recaps and conversations.

Dropbox

Connect Dropbox to Quin to search, upload, organize, and manage files and folders directly through chat. Keep your file storage in sync without switching apps.

Fathom

Connect Fathom to Quin to automatically turn your meeting transcripts into summaries, CRM updates, tasks, and follow-up emails — plus search your transcript library directly from chat.

Fireflies

Connect Fireflies to Quin to automatically turn your meeting transcripts into summaries, CRM updates, tasks, and follow-up emails — plus search your transcript library directly from chat.

Follow Up Boss

Connect Follow Up Boss to Quin for automatic CRM updates, meeting notes, and lead tracking. Keep your real estate pipeline current without manual data entry.

Freshsales

Connect Freshsales to Quin to log meeting notes, create tasks, and update contacts, accounts, and deals automatically after every call.

Gmail

Connect Gmail to Quin for automatic email replies, follow-ups, and CRM updates. Quin monitors your inbox, drafts responses in your voice, and keeps conversations moving without manual effort.

Google Calendar

Connect Google Calendar to Quin for automatic meeting attendance, preparation, scheduling, and follow-ups. Quin joins meetings, tracks your schedule, and manages commitments seamlessly.

Google Drive

Connect Google Drive to Quin to access documents, create new files, and organize content. Quin can search your Drive, add files, and move them to folders.

Google Meet

Connect Google Meet to Quin for automatic meeting attendance, note-taking, and follow-ups. Quin joins your calls, captures discussions, and creates summaries without manual effort.

Google Sheets

Connect Google Sheets to Quin to find spreadsheets, search rows, and create or update data directly from chat. Keep your sheets current without manual entry.

Google Tasks

Connect Google Tasks to Quin to automatically turn meeting notes, commitments, and reminders into synced tasks. Stay organized with two-way sync between Quin and your task list.

GoTo Connect

Connect GoTo Connect to let Quin search your texts, send messages with your approval, and turn call recordings into meeting notes and follow-ups automatically.

Granola

Connect Granola to Quin to automatically turn your meeting notes into summaries, CRM updates, tasks, and follow-up emails — plus search your note library directly from chat.

HighLevel

Connect HighLevel to Quin and automatically update contacts, log meeting notes, create tasks, and manage opportunities after every call.

Holistiplan

Connect Quin with Holistiplan to look up, create, and update household, client, and subsidiary records, and pull in tax planning details like Roth projections and reports as you work.

HubSpot

Connect HubSpot to Quin for automatic CRM updates, contact syncing, and meeting notes. Ask questions about contacts, create tasks, and keep your CRM current without manual data entry.

IMAP/SMTP

Connect any mailbox to Quin using IMAP/SMTP credentials. Search emails, manage drafts, send messages, and let Quin handle email follow-ups automatically.

Insightly CRM

Connect Insightly to Quin for automatic CRM updates, contact syncing, and meeting notes — without manual data entry.

Integrations

Connect Quin with your CRM, calendar, email, and productivity tools. Browse integration guides for Salesforce, HubSpot, Google Workspace, Microsoft, and more.

Jira

Connect Jira to Quin to automatically create issues from meeting notes, track project work, and manage tickets without leaving your conversation.

Keap

The Keap integration connects your CRM with Quin, automatically syncing contacts, companies, opportunities, tasks, and notes between both systems. When you mention a contact during a meeting or conversation, Quin finds the matching Keap record and updates it with notes, tasks, and follow-up information based on your Guidelines.

Knudge

Connect Knudge to Quin to automatically turn meeting action items into client reminders. Send tasks via email, text, or push notification while keeping everything synced in real-time.

Lawmatics

Connect Lawmatics to Quin for automatic matter updates, contact syncing, and meeting notes. Keep your legal CRM current without manual data entry.

Mailchimp

Connect Mailchimp to Quin to search and manage lists, add or update subscribers, apply tags, and keep your audience data current without switching apps.

Microsoft Dynamics

Connect Microsoft Dynamics to Quin for automatic CRM updates, contact syncing, and meeting notes — without manual data entry.

Microsoft Exchange

Connect Microsoft Exchange to Quin for email search, drafting, and calendar management. Quin syncs your inbox and calendar using your Exchange server credentials.

Microsoft OneDrive

Connect Microsoft OneDrive to Quin to search, access, and manage your files directly from chat — without switching apps.

Microsoft Outlook

Connect Microsoft Outlook to Quin for automatic meeting attendance, calendar syncing, email drafts, and follow-ups. Quin joins meetings, tracks your schedule, and manages email communications seamlessly.

Microsoft Planner

Connect Microsoft Planner to Quin to create, update, complete, and search tasks across your plans directly from your conversations with Quin.

Microsoft SharePoint

Connect SharePoint to Quin to search, upload, organize, and manage files across your SharePoint sites without leaving your workflow.

Microsoft Teams

Connect Microsoft Teams to Quin to chat with your assistant directly in Teams. Turn messages into tasks, get meeting prep, draft emails, and update your CRM without leaving your workspace.

Microsoft Teams Phone

Connect Quin with Microsoft Teams Phone to automatically process call transcripts, capture key decisions, and generate summaries, action items, and follow-up drafts.

Monday.com

Connect Monday.com to Quin to search boards, create and update items, and manage your work directly from chat. Keep your boards current without manual data entry.

MyCase

Connect Quin to MyCase to manage cases, clients, tasks, notes, time entries, and more directly from your Quin chat. Keep your legal practice data up to date automatically.

Notion

Connect Notion to Quin to search pages, create and update database items, add comments, and manage your workspace—all from chat.

Nutshell

The Nutshell integration connects your CRM with Quin, automatically syncing contacts, companies, leads, activities, tasks, and notes between both systems. When you mention a contact during a meeting or conversation, Quin finds the matching Nutshell record and updates it with notes and follow-up tasks based on your Guidelines. Invoices and quotes are available for read-only reference.

OnePage CRM

Connect OnePage CRM to Quin for automatic CRM updates, contact syncing, and meeting notes. Ask questions about contacts, create tasks, and keep your CRM current without manual data entry.

Pipedrive

Connect Quin with Pipedrive to automatically update contact records, sync meeting notes, and manage deals. Keep your sales CRM current without manual data entry.

PreciseFP

Connect PreciseFP to Quin to automatically update client accounts, household records, and contacts after every meeting. Keep your data current without manual entry.

QuickBooks Online

The QuickBooks Online integration connects your accounting platform with Quin, letting you create and update financial records directly from conversation. After client meetings, Quin can log invoices, update customer records, record payments, and pull financial reports without you needing to open QuickBooks.

Redtail

Connect Quin with Redtail to automatically update client records, sync meeting notes, and access contact details. Keep your advisor CRM current without manual data entry.

RingCentral

Connect Quin with RingCentral to automatically download your recorded calls and create notes, action items, and follow-up emails. Quin processes recordings after each call ends.

Salesforce

Connect Quin with Salesforce to automatically update contact records, sync meeting notes, and surface client details. Keep your CRM current without manual data entry.

Send webhook

Use Quin's Send Webhook tool to post data directly to any service that accepts HTTP requests, no integration connection required.

ShareFile

Connect your ShareFile account to let Quin search, read, and manage client documents in Client Vault, Prospect Vault, and Shared Folders directly through conversation.

Slack

Connect Quin with Slack to capture meeting notes, create tasks, and update your CRM directly from Slack messages. Turn conversations into action without switching tools.

Slant

Quin syncs Slant households, contacts, meetings, and opportunities automatically — keeping your wealth management CRM current without manual data entry.

Smartsheet

Connect Smartsheet to Quin to find sheets, search and filter rows, and create or update data directly from chat. Keep your sheets current without manual entry.

Trello

Connect Trello to Quin to automatically create cards, update task details, and manage your boards based on meeting notes and action items.

Troubleshooting integrations

Solve common integration problems with Quin. Fix authorization errors, sync issues, and connection problems with your CRM, calendar, and communication tools.

Wealthbox

Connect Quin with Wealthbox to automatically update client records, sync meeting notes, and access contact details. Keep your advisor CRM current without manual data entry.

Zapier

Connect Quin to thousands of apps through Zapier. Automatically ask questions, draft emails, extract data, generate content, and delegate tasks by triggering Quin actions from your favorite tools.

Zendesk

Link Quin with Zendesk to automatically update support tickets and access knowledge base articles during meetings. Quin creates ticket summaries and retrieves help center resources instantly.

Zimbra

Connect Zimbra to Quin for email search, drafting, and calendar management. Ask Quin to find messages, schedule meetings, and check availability without leaving the conversation.

Zoho CRM

Connect Quin with Zoho CRM to automatically update contact records, sync meeting notes, and surface client details. Keep your CRM current without manual data entry.

Zoom

Connect Quin with Zoom to automatically join meetings, capture key points, and create summaries. Quin handles meeting notes so you can focus on the conversation.

Zoom Phone

Connect Quin with Zoom Phone to automatically process calls, capture key points, and create summaries. Quin handles call notes so you can focus on the conversation

Zoom Webinars

Connect Zoom Webinars to Quin to find upcoming webinars, check registration lists, and review attendance records from past sessions. Read-only access, no setup required.

Get support